Private Capital Group’s iShares US Telecommunications ETF IYZ Stock Holding History

Private Capital Group’s Portfolio IYZ Stock Details IYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,750	Closed	-$52K	–	2317
2019 Q1	$52K	Hold	1,750	–	–	0.01%	756
2018 Q4	$46K	Hold	1,750	–	–	0.01%	706
2018 Q3	$52K	Hold	1,750	–	–	0.01%	696
2018 Q2	$48K	Hold	1,750	–	–	0.01%	714
2018 Q1	$47K	Hold	1,750	–	–	0.01%	714
2017 Q4	$51	Buy	+1,750	New	+$51.9K	0.01%	679

Other funds holding IYZ

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TEE

Tibra Equities Europe London, United Kingdom $90.4M AUM 37.81% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return

Private Capital Group's IYZ Position: Q2 2019 in Review

Private Capital Group sold out of iShares US Telecommunications ETF (IYZ) in Q2 2019, closing a stake of 1,750 shares — an estimated $52K sold.

Private Capital Group first reported a position in IYZ in Q4 2017 and held it in 6 quarters. The position peaked at $52K in Q1 2019. 119 funds tracked by Wall St. Rank hold IYZ as of Q2 2019.

Private Capital Group reported no remaining iShares US Telecommunications ETF position as of Q2 2019 after selling out during the quarter.
Private Capital Group sold 1,750 iShares US Telecommunications ETF shares in Q2 2019, an estimated $52K.
Private Capital Group first reported a position in iShares US Telecommunications ETF in Q4 2017 and held it in 6 quarters.
Private Capital Group's iShares US Telecommunications ETF position peaked at $52K in Q1 2019.
119 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2019.

Based on Private Capital Group's 13F filing for Q2 2019, filed 15 Aug 2019.